Adam Smith
Adam Smith Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 12, 2010. Includes 14 assets.
Est. Net Worth
$518K
2010 annual disclosure
Total Assets
$260K - $775K
14 assets
Total Liabilities
$0
0 liabilities
Total Trades
39
From PTR filings
Trade Volume
$361K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $320K |
| 2009 | $289K |
| 2010 | $518K |
| 2011 | $1M |
| 2012 | $896K |
| 2013 | -$777K |
Assets by Category
Mutual Funds$445K (8)
Retirement & Pension$41K (2)
Bank & Cash$16K (2)
Stocks$8K (1)
Other$8K (1)
Top Stock Holdings (from trades)
All Assets (14)
| Asset | Value |
|---|---|
Calamos Growth B | $15,001 - $50,000 |
Federated Kaufmann B | $15,001 - $50,000 |
First Eagle Global A | $15,001 - $50,000 |
Van Kampen Equity Income B | $15,001 - $50,000 |
Shares from conversion of B fund | $50,001 - $100,000 |
Vanguard 500 Index | $100,001 - $250,000 |
IRA - Columbus Growth R | $15,001 - $50,000 |
IRA - IBH Stock | $1,001 - $15,000 |
USAA Checking | $1,001 - $15,000 |
USAA Savings | $1,001 - $15,000 |
USAA Mutual Fund | $15,001 - $50,000 |
Wash St. GET Fund | $1,001 - $15,000 |
Wash St. Retirement | $1,001 - $15,000 |
Wash St. Retirement | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Industrials$56K
Technology$16K
Financial Services$8K
Healthcare$8K
Basic Materials$8K
Consumer Defensive$8K
Communication Services$8K
Real Estate$8K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).